Cobb Planning Group specializes in customized estate planning. Based in Santa Ana, Calif., it offers products such as fixed annuities, mutual funds, variable annuities, estate tax insurance, permanent life insurance and long-term care insurance. The company specializes in living trust/retirement planning includes stock market gains, eliminate tax on social securities, tax deferral of income and government subsidized long term care. It offers its services through its attorneys, chartered retirement planning counseling, accountants and other professionals.
Phone: (714) 550-7242
Cross Streets: Near the intersection of N Broadway and Halesworth St
1206 N Broadway Santa Ana, CA 92701 ·2172.78 mi
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Reviews
yelpHad my trust done there. Nice people and great price. Had to change it once and there was no charge.
MoreThis review is for the attorney, Richard Barndt. Unfortunately, I agree with other reviews that this attorney preys on the elderly. He holds sales pitch meetings during the day to attract elderly...
MoreThis review is strictly for the interaction we had with Laurie, front desk person, and Richard Barndt, trust and will attorney. My father recently passed, we took my mother in to make changes on...
MoreDoug and his staff have provided us with excellent service over the years. We trust him completely
MoreRichard Brandt drew up a Living Trust for my grandparents 11 years ago. My grandfather died last month so I am currently helping my 80 year old grandmother get everything in order (I am an...
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